As Broadwind Energy Com New (BWEN) Market Valuation Declined, Holder Grace & White Has Lifted Position; Rgm Capital Has Trimmed Its Lam Research (LRCX) Position as Stock Rose

April 18, 2018 - By Adrian Erickson

Broadwind Energy, Inc. (NASDAQ:BWEN) Logo

Grace & White Inc increased its stake in Broadwind Energy Inc Com New (BWEN) by 38.9% based on its latest 2017Q4 regulatory filing with the SEC. Grace & White Inc bought 362,612 shares as the company’s stock declined 17.16% with the market. The institutional investor held 1.29 million shares of the capital goods company at the end of 2017Q4, valued at $3.52 million, up from 932,077 at the end of the previous reported quarter. Grace & White Inc who had been investing in Broadwind Energy Inc Com New for a number of months, seems to be bullish on the $46.98 million market cap company. The stock increased 4.42% or $0.13 during the last trading session, reaching $3.07. About 348,048 shares traded or 277.67% up from the average. Broadwind Energy, Inc. (NASDAQ:BWEN) has declined 66.57% since April 18, 2017 and is downtrending. It has underperformed by 78.12% the S&P500.

Robert G. Moses decreased its stake in Lam Research Corp (LRCX) by 3.42% based on its latest 2017Q4 regulatory filing with the SEC. Rgm Capital Llc sold 15,100 shares as the company’s stock rose 8.53% while stock markets declined. The hedge fund run by Robert G. Moses held 426,962 shares of the industrial machinery and components company at the end of 2017Q4, valued at $78.59 million, down from 442,062 at the end of the previous reported quarter. Rgm Capital Llc who had been investing in Lam Research Corp for a number of months, seems to be less bullish one the $34.60B market cap company. The stock increased 4.31% or $8.78 during the last trading session, reaching $212.33. About 5.04M shares traded or 32.32% up from the average. Lam Research Corporation (NASDAQ:LRCX) has risen 58.54% since April 18, 2017 and is uptrending. It has outperformed by 46.99% the S&P500.

Rgm Capital Llc, which manages about $775.24 million and $1.08 billion US Long portfolio, upped its stake in Cornerstone Ondemand Inc (NASDAQ:CSOD) by 297,294 shares to 3.11 million shares, valued at $109.87 million in 2017Q4, according to the filing. It also increased its holding in Liveperson Inc (NASDAQ:LPSN) by 874,220 shares in the quarter, for a total of 3.34 million shares, and has risen its stake in Manhattan Associates Inc (NASDAQ:MANH).

Since October 17, 2017, it had 0 buys, and 8 insider sales for $20.21 million activity. NEWBERRY STEPHEN G sold $146,318 worth of stock. 10,000 shares valued at $2.24M were sold by O’Dowd Sarah A on Thursday, March 22. On Wednesday, March 7 Gottscho Richard A sold $3.54M worth of Lam Research Corporation (NASDAQ:LRCX) or 16,866 shares. Another trade for 25,453 shares valued at $5.47M was made by Varadarajan Seshasayee on Tuesday, January 23. Shares for $1.39M were sold by ARCHER TIMOTHY. 4,656 shares were sold by LORD PATRICK J, worth $987,770 on Thursday, March 8.

Among 27 analysts covering Lam Research Corporation (NASDAQ:LRCX), 25 have Buy rating, 0 Sell and 2 Hold. Therefore 93% are positive. Lam Research Corporation had 86 analyst reports since September 17, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Thursday, December 7 by Instinet. The firm has “Neutral” rating by Citigroup given on Wednesday, October 18. Susquehanna maintained Lam Research Corporation (NASDAQ:LRCX) on Thursday, January 25 with “Buy” rating. The stock of Lam Research Corporation (NASDAQ:LRCX) earned “Buy” rating by B. Riley & Co on Thursday, October 22. The stock of Lam Research Corporation (NASDAQ:LRCX) has “Buy” rating given on Monday, June 5 by RBC Capital Markets. Cowen & Co maintained it with “Outperform” rating and $85 target in Monday, May 16 report. The firm has “Neutral” rating given on Tuesday, October 25 by Goldman Sachs. Morgan Stanley maintained Lam Research Corporation (NASDAQ:LRCX) on Friday, July 7 with “Buy” rating. The firm has “Buy” rating by KeyBanc Capital Markets given on Thursday, April 12. The company was upgraded on Tuesday, January 16 by Susquehanna.

Investors sentiment increased to 1.08 in 2017 Q4. Its up 0.06, from 1.02 in 2017Q3. It increased, as 40 investors sold LRCX shares while 262 reduced holdings. 112 funds opened positions while 215 raised stakes. 140.89 million shares or 3.74% less from 146.35 million shares in 2017Q3 were reported. The Oklahoma-based Bokf Na has invested 0.25% in Lam Research Corporation (NASDAQ:LRCX). 11 were accumulated by Gradient Investments Limited Liability Corporation. Dnb Asset As holds 0.08% or 36,337 shares in its portfolio. First Citizens Retail Bank & Tru reported 4,621 shares stake. Whittier Of Nevada has 8,656 shares. Regions Financial reported 2,824 shares or 0.01% of all its holdings. The New Jersey-based Gargoyle Advisor Ltd Liability has invested 2.1% in Lam Research Corporation (NASDAQ:LRCX). The Germany-based Dekabank Deutsche Girozentrale has invested 0.27% in Lam Research Corporation (NASDAQ:LRCX). Rainier Investment Mgmt Lc holds 1.32% or 16,970 shares. State Of Wisconsin Invest Board reported 0.11% stake. Quantitative Systematic Strategies Ltd Liability invested in 7,365 shares or 0.34% of the stock. Hudson Bay Capital Mngmt LP owns 9,619 shares. Arvest Retail Bank Division holds 61,420 shares or 0.79% of its portfolio. Ifrah Fincl Services holds 0.1% in Lam Research Corporation (NASDAQ:LRCX) or 1,459 shares. Richard Bernstein Advsrs Ltd Co reported 2,200 shares stake.

Among 3 analysts covering Broadwind Energy (NASDAQ:BWEN), 2 have Buy rating, 0 Sell and 1 Hold. Therefore 67% are positive. Broadwind Energy had 7 analyst reports since August 5, 2015 according to SRatingsIntel. On Wednesday, August 2 the stock rating was maintained by Cowen & Co with “Buy”. The stock has “Outperform” rating by Cowen & Co on Tuesday, August 16. The rating was maintained by Roth Capital with “Buy” on Wednesday, August 2. Cowen & Co maintained Broadwind Energy, Inc. (NASDAQ:BWEN) on Monday, July 10 with “Buy” rating. Roth Capital maintained Broadwind Energy, Inc. (NASDAQ:BWEN) rating on Tuesday, October 31. Roth Capital has “Buy” rating and $5.0 target. Roth Capital initiated it with “Buy” rating and $600 target in Friday, June 30 report.

Lam Research Corporation (NASDAQ:LRCX) Institutional Positions Chart

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